Una Description

Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.

Pricing

Pricing Starts At:
$49/month
Pricing Information:
Una is priced per admin seat, billed monthly.

Start — $49/admin/month
Client and match management, white-labeled with your branding, send and track introductions, smart filtering and segmentation, share profiles by web or PDF, tasks and workflow automation.

Grow — $79/admin/month
Everything in Start, plus lead and feedback collection under your brand, your own email domain, package management, a custom-designed PDF, and advanced collaboration with other matchmakers.

Pro — $179/admin/month
Everything in Grow, plus your own branded mobile app for clients, secure in-app chat, match proposals in-app, and full automation of the client experience.

Branded — contact us
A fully white-labeled version: your app in the stores, your design, no "Powered by Una" branding, custom onboarding and setup.

Free trial available.
Free Trial:
Yes

Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Una
Year Founded:
2024
Headquarters:
Israel
Website:
getuna.ai
Update This Listing

Media

A client's full journey in one timeline — tasks, email, WhatsApp, SMS, comments, and forms, all in one place. Each commitment becomes a tracked promise showing who owns it, who it's to, the due date, and whether it was kept or broken and the client trust level. Shown here for a matched pair (Daniel and Leah), with the "Follow up with Daniel" promise expanded.

A client's full journey in one timeline — tasks, email, WhatsApp, SMS, comments, and forms, all in one place. Each commitment becomes a tracked promise showing who owns it, who it's to, the due date, and whether it was kept or broken and the client trust level. Shown here for a matched pair (Daniel and Leah), with the "Follow up with Daniel" promise expanded.

Recommended Products
Build Data Resilience - Take the Assessment Today Icon
Build Data Resilience - Take the Assessment Today

Can you recover when it matters most? Take this quick assessment to identify gaps and build greater recovery confidence.

Is your recovery strategy as strong as you think? Take this quick self-assessment to check your recovery readiness and gain tailored insights. In only 2 minutes, you'll learn where you fall on the recovery readiness scale.
Take the Assessment

Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support

Una Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Una User Reviews

Write a Review
  • Previous
  • Next